Adminova Client Onboarding Form
Ongoing Admin & Systems Support
Client Information:
This form helps us understand your business, priorities and systems so we can provide structured, ongoing admin and systems support.
Name
*
First Name
Last Name
Email
*
example@example.com
Preferred Contact Method
*
Please Select
Email
WhatsApp
This will be our primary communication channel.
Time Zone
*
Please Select
Australia – Sydney/Melbourne
New Zealand – Auckland
UK – London
Europe – CET (Paris/Berlin)
USA/Canada – Eastern
USA/Canada – Central
USA/Canada – Mountain
USA/Canada – Pacific
Other (add city in notes)
Used to align commuication and turnaround times.
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Business Information
Business details
Business Name
*
Business Website
Business Industry
*
This helps us tailor systems and workflows to your business type.
How many hours do you currently spend on admin each week?
*
Please Select
0-5
5-10
10-20
20+
This helps us understand your current admin workload and where support will have the most impact.
What admin/system tasks cause you the most stress or delay?
*
How did you hear about Adminova
*
Please Select
LinkedIn
Google
Referral
Other
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Support Focus & Priorities
Which arears would you like Adminova to take ownership of? (Select all that apply)
*
Inbox & email management
Calendar & Scheduling
Client Onboarding & follow-ups
CRM & lead management
Document & file organisation
Workflow & process setup
Automation & systems improvements
Ongoing admin support
Other
Additional Context (Optional)
Share any background, challenges or context that would help us support you more effectively.
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Support Focus & Initial Priorities
Your Initial Support Focus
What are the top 3-5 arears you'd like Adminova to take ownership of first? These priorities help us plan your initial support. Focus areas may evolve as systems are improved and admin is streamlined
*
Inbox & email management
Calendar & scheduling
Client Onboarding & follow ups
CRM & lead management
Document & file organisation
Workflow & process setup
Automation & systems improvements
Ongoing admin support
Other
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System Access Requirements
We will request access securely only after onboarding is approved and your start date is confirmed.
What platforms do you currently use?
*
Google Workspace
Outlook/Office 365
Notion
Trello
Asana
Stripe
Zapier
Make.com
CRM (Clickup,Hubspot,Dubsado, etc)
Other
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Payment Preference
Payment details will be provided after scope and start date are confirmed.
How would you prefer to complete payment once onboarding is approved?
*
Stripe (Card payment)
Bank Transfer (AU only)
Invoice (Due immediately)
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Start Date & Expectations
Please choose the date you'd like your Adminova services to begin. If you're unsure, select the earliest date you're comfortable with
*
-
Month
-
Day
Year
Date
Are there any deadlines, time sensitive priorities or context we should be aware of?
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Terms & Agreement
Required Tick Boxes (all must be accepted to submit)
*
I understand Adminova provides Ongoing admin & Systems support, not one off or on demand services.
I understand services are prepaid before work begins.
I understand there are no refunds for completed work or unused time.
I acknowledge communication is primarily via email or agreed online channels.
I confirm the information provided is accurate.
I agree to Adminova's Terms of Service and Privacy Policy.
Submit
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